Washington, DC Office

Douglass Winthrop Advisors provides customized investment management primarily to individuals, high‑net‑worth families, trusts, endowments and institutional clients, operating through discretionary, individually managed accounts and by providing model recommendations to other advisers. The firm focuses on portfolio management for equity and balanced strategies and handles ERISA‑sensitive rollovers and custodial arrangements as part of its advisory services.

DWA’s investment process emphasizes long time horizons and fundamental stock research, with equity selection guided by a firmwide five‑filter methodology and a separate Sustainable Equity Strategy that adds an environmental value filter. Individual portfolio managers have latitude to adjust weights or retain legacy positions for tax or client‑specific reasons, and fixed income, mutual funds and ETFs are used where appropriate to meet client objectives.

Noteworthy departures from many peers include that DWA generally does not provide standalone financial planning services, and it maintains a distinct Sustainable Equity program with its own portfolio committee and a formal proxy voting policy that favors environmental shareholder resolutions for that sleeve. The firm also aggregates trades, uses soft‑dollar arrangements for research, and limits routine proxy voting to delegated or directed trust relationships and the Sustainable Equity Strategy.